EWM
Evercore Wealth Management’s Vanguard Global ex-US Real Estate ETF VNQI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-20
| Closed | -$1K | – | 781 |
|
|
2017
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 904 |
|
|
2016
Q1 | – | Sell |
-610
| Closed | -$31K | – | 1020 |
|
|
2015
Q4 | $31K | Hold |
610
| – | – | ﹤0.01% | 682 |
|
|
2015
Q3 | $31K | Hold |
610
| – | – | ﹤0.01% | 664 |
|
|
2015
Q2 | $34K | Hold |
610
| – | – | ﹤0.01% | 702 |
|
|
2015
Q1 | $34K | Buy |
+610
| New | +$34K | ﹤0.01% | 681 |
|
|
2014
Q4 | – | Sell |
-610
| Closed | -$33K | – | 990 |
|
|
2014
Q3 | $33K | Buy |
+610
| New | +$33K | ﹤0.01% | 670 |
|